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SK Hynix is reportedly selling out its HBM supply to tier-1 customers, leaving Micron to absorb the overflow demand.
A sold-out SK Hynix HBM order book makes Micron the marginal supplier for AI accelerators, which could tighten memory supply for smaller buyers and support Micron's pricing.
Trade pressSlicast · October 27, 2026 at 16:56 UTC · US · Source: 24/7 Wall St.
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